Personal Lines Account Executive

Jump into the world of insurance sales by applying to join our growing team as an entry‑level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies.

If you’re seeking a flexible full‑time position that offers a world of advancement potential, send us your resume today!

• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage‑of‑life priorities before presenting insurance plan options for their specific circumstances
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Stay abreast of market changes and rates
• Be a good note‑taker and problem‑solver
• Learn new software programs quickly
• Answer 30‑40 calls per day
• Build and maintain strong, trust‑based relationships with policyholders
• Ensure all activities comply with state regulations and carrier underwriting guidelines

• Job seekers must already have or be willing to get an insurance license
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Basic computer skills including proficiency with Microsoft Office suite is required
• Experience using accounting or sales‑related software is beneficial
• Must have a Personal Lines Insurance Agent license
• Positive attitude
• Typing skills
• Quiet home office
• High‑speed home internet connection
• Be a responsible and reliable member of the team
• Comfortable with taking a high volume of inbound calls
• Complete our training and development courses
• Completing tasks assigned in a fast‑paced environment
• Able to multitask
• Manage multiple computer programs, including CRM and carrier websites
• Comfortable being on the phone
• Ability to learn new things quickly
• Self‑motivated

$50,000‑$65,000 per year